EverSource Wealth Advisors’s Masimo MASI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-1,064
| Closed | -$189K | – | 4493 |
|
|
2026
Q1 | $189K | Buy |
1,064
+88
| +9% | +$13.8K | 0.01% | 1085 |
|
|
2025
Q4 | $127K | Buy |
976
+749
| +330% | +$107K | ﹤0.01% | 1191 |
|
|
2025
Q3 | $33.5K | Buy |
227
+39
| +21% | +$5.9K | ﹤0.01% | 1992 |
|
|
2025
Q2 | $31.6K | Sell |
188
-33
| -15% | -$5.27K | ﹤0.01% | 1942 |
|
|
2025
Q1 | $36.8K | Sell |
221
-3
| -1% | -$521 | ﹤0.01% | 1390 |
|
|
2024
Q4 | $37K | Buy |
224
+64
| +40% | +$10.1K | ﹤0.01% | 1325 |
|
|
2024
Q3 | $21.3K | Sell |
160
-113
| -41% | -$13.1K | ﹤0.01% | 1457 |
|
|
2024
Q2 | $29.2K | Sell |
273
-24
| -8% | -$3.16K | ﹤0.01% | 1333 |
|
|
2024
Q1 | $39.9K | Buy |
297
+2
| +0.7% | +$258 | ﹤0.01% | 1069 |
|
|
2023
Q4 | $34.6K | Buy |
295
+264
| +852% | +$24.6K | ﹤0.01% | 1038 |
|
|
2023
Q3 | $2.72K | Buy |
31
+28
| +933% | +$3.26K | ﹤0.01% | 1919 |
|
|
2023
Q2 | $494 | Hold |
3
| – | – | ﹤0.01% | 2359 |
|
|
2023
Q1 | $554 | Buy |
+3
| New | +$506 | ﹤0.01% | 2199 |
|
|
2022
Q3 | – | Sell |
-467
| Closed | -$61K | – | 2064 |
|
|
2022
Q2 | $61K | Buy |
+467
| New | +$62.5K | 0.02% | 554 |
|
Other funds holding MASI
EverSource Wealth Advisors's MASI Position: Q2 2026 in Review
EverSource Wealth Advisors sold out of Masimo (MASI) in Q2 2026, closing a stake of 1,064 shares — an estimated $189K sold.
EverSource Wealth Advisors first reported a position in MASI in Q2 2022 and held it in 14 quarters. The position peaked at $189K in Q1 2026. 1 fund tracked by Wall St. Rank holds MASI as of Q2 2026.
- EverSource Wealth Advisors reported no remaining Masimo position as of Q2 2026 after selling out during the quarter.
- EverSource Wealth Advisors sold 1,064 Masimo shares in Q2 2026, an estimated $189K.
- EverSource Wealth Advisors first reported a position in Masimo in Q2 2022 and held it in 14 quarters.
- EverSource Wealth Advisors's Masimo position peaked at $189K in Q1 2026.
- 1 fund tracked by Wall St. Rank held Masimo as of Q2 2026.
Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.